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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $103,609 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,157 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,158 | $89,652+107.6% | $141,162+31.9% | $65,185+185.6% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.5%+9.2pp | 70.2%+21.5pp |
| Annual return | 17.63% | 32.79%-15.2pp | 71.39%-53.8pp | 29.38%-11.8pp |
| Employer contribution / active EE | $5,117 | $3,065+67.0% | $4,735+8.1% | $2,177+135.1% |
| Participant deferral / active EE | $5,890 | $5,691+3.5% | $6,709-12.2% | $3,514+67.6% |
| Admin fee / account holder | $531 | $569-6.5% | $10,261-94.8% | $847-37.3% |